Who Uses This Software?

PlanGuru allows small/mid-size businesses, non-profits, and business advisors to easily budget, forecast, and plan for the future. Plus, it's Excel & QuickBooks compatible.


Average Ratings

16 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • PlanGuru
  • www.planguru.com
  • Founded 2013
  • United States

About PlanGuru

Designed for the small to medium sized business, PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow analysis, financial ratios and other analytical tools to help you evaluate and improve your business performance. PlanGuru is affordable, starting at $99. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial.


PlanGuru Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control

PlanGuru Reviews

Awesome Product Awesome Support

Nov 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: it is very easy to use, very flexible. it saves my time and it generate results fast for planning. the platform is easy for the eyes, help links are awesome. lots of videos, articles, webinars! awesome supports i.e. friendly and knowledgeable.

Pros: friendly flexible fast

Cons: they really need to have monthly for current year plus next 3 years many businesses are seasonal

Recommendations to other buyers: try it!!

Good product but far from the ideal Forecasting software

Nov 04, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values. Not even copy and paste is possible. 2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance 3.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes

Pros: -Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files

Cons: - The link process is very long and tedious - No possibility of using formulas in the actual and historical data - Need an inventory module - Need Supporting schedule for the Balance sheet

Recommendations to other buyers: If you work mostly by yourself and need a good integration when dealing with financial forecasts, this is the product. If you need a company product with colaboration, tPG is not very friendly

Guru

Oct 19, 2016
1/5
Overall
5 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Comments: Don't like it it faults out alot.it was very easy to use but it just doesn't wo4k sometimes.

Pros: Really easy to use

Cons: Just stops working

Recommendations to other buyers: Consider a different program

PlanGuru forecast software

Oct 03, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: We purchased this software after reviewing many company options. Our funds to purchase budget/forecast software was minimal. We came across PlanGuru, whose price point was within our budget. I can tell you the software performs just like any other budget/forecast software. It is compatible with QuickBooks, so you can import your G/L into the software at will. Once the data is imported, you can begin forecasting by month, year, etc. You can also save unlimited number of files for historical review. The software is very user-friendly and customer service is very responsive. I would highly recommend this software for those companies with minimal money to spend on forecasting software.

Budgeting/Forecasting

Sep 08, 2016
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Able to send portions of the budget to other people in the firm to fill out and return to me.

Cons: Took a little time to get the hang of, but a good product.

Recommendations to other buyers: It is cheaper than other software (prophix), and seems to do the same thing.

Required a forecasting software to present high quality reports

Jun 17, 2016
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Anytime I have had a problem they were able to resolve it quicky

Cons: Software has a bit of a learning curve to become proficient rapidly. However support provided compensates.

Recommendations to other buyers: Take the courses offered so you can get up to speed quickly.

Great product. A must have for all forward thinking companies.

Apr 23, 2015
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to use. It is the only product in the market that I am aware of that focuses on the balance sheet and in particular cash.

Cons: Reporting features could be enhanced. Would like to be able to hide accounts that are no longer in use. When reporting condense some categories while expanding others.

Recommendations to other buyers: It is nice that you can make small changes to the assumptions that don't take hours to see the results.

Good for small businesses

Feb 26, 2015
4/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: The reporting exports are nice and clean. It is easy to upload information for historical data. The use of the overall product seems good. Although, the RE and NI seems to be calculating opposite of what I would expect to see. The program can be self taught and that is always good.

Cons: You can't seem to see Prior year over Current year, only Actual to Budget.

Recommendations to other buyers: Beware that it does have limitations. However, it is a good product for small businesses.

PlanGuru Review

Sep 16, 2014
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It has saved a lot of time building reports.

Cons: It was a little difficult getting in contact with someone for help after the initial setup and training.

Recommendations to other buyers: You don't need to spend thousands of dollars to get a good program. Don't disregard a product because it seems too cheap.

Excellent Budgeting Product

Sep 12, 2014
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like its simplicity. The support is quick. The product has all of the functionality to produce a consolidate the P&L and balance sheet.

Cons: Consolidating takes a while and needs to be organised.

Recommendations to other buyers: Try the free download. You will see how easy it is to use.

PlanGuru - Software for small business

Jul 03, 2014
4/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: PlanGuru is good software. One of its key advantages is you can import all your data from any accounting system, and it is really user-friendly software. Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price. It was one of the cheapest when I bought it.

Cons: My version of PlanGuru still has some bugs. When I import my data, the software notes the import date in the right account. It seems it doesn't recognize the information. Between each import, the description of some accounts are changed, so I have always to re-link the account or manually enter some accounts. I think using only a description as common information for the import is inefficient. People should use the account number.

Recommendations to other buyers: Solve the problem with the data import. Cash-flow isn't user-friendly.

My Review of PlanGuru

May 29, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the product's flexibility. Most companies can handle the forecasting of a P&L fairly well using Excel. PlanGuru excels in that not only does it forecast the P&L well, but it also has the flexibility of computing the balance sheet and cash flow, using our calculation method. This enables us to perform "What if" analyses with various revenue numbers that will simultaneously create a P&L, Balance Sheet, and Cash Flow that all work together.

Cons: Nothing. I think this is a great product for the dollar.

Recommendations to other buyers: Be prepared. Have a clear idea of the supporting data and calculations in building your P&L and Balance Sheet. This will enable you to be most efficient in your implementation.

Simplify Your Accounting Practices

May 16, 2013
5/5
Overall

Comments: Perhaps, the tool¿s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices. That it does this without the help of messy and unwieldy excel sheets is fantastic. PlanGuru also provides comprehensive analysis for your line items. For example, modeling techniques enable you to accrue expenses or declare dividends in multiple formats.

Pros: Excellent and extensible tool to simplify complex accounting

Cons: Interface can be made more attractive and simple

VOSYMCA

Oct 17, 2010
4/5
Overall
5 / 5
Ease of Use
2 / 5
Customer Support

Pros: Easy to Use, Very Intuitive

Cons: seasonality not deep enough

Overall: Great top level planning tool

Great value in cash flow planning

Oct 14, 2010
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Plan Guru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections.

Some of the debt amortization wizards are very handy, providing current portion of LTD in addition to amortizing loan balances and interest charges.

They have also included some valuation and ratio analysis work papers that are very handy.

This is a small company (at least it operates as one) where you can actually talk to a real live person.

All in all, it is a very good application for the price.

Cons: The application occasionally will show some instability, but this has been vastly improved over earlier versions. There are recovery routines so most of the data is not lost. The crashes seem mostly due to print driver compatabilities. The developers are pretty good at fixing these issues.

Large, complicated formulas may run into size limits when calculating dollar outcomes. When this occurs, I have created interim formulas in a workbook to get to the final formula.

It's nice that the application has supplementary schedules for the P&L. However there are no such supporting schedules for the balance sheet. Much of the work I do is in the balance sheet. It would nice to have a supporting schedule that would clean up the balance sheet presentation.

The learning curve can be a little steep for the novice user. The application was developed by CPAs for CPAs, although this application is valuable for private companies.

Overall: Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have.

PG workings

Oct 14, 2010
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: It is able to model assumptions well and gives the user a range of ways that assumptions can be input. The level of detail is also good.

The flow of the Balance Sheet and cash flow is easy to understand.

Cons: Unable to model asset based lending situations that has special charhacterisitics.

Overall: I have installed it in several of my clients and it has improved planning systematically.